Difference between revisions of "Select Billing Preferences"

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Payment Methods and Payment Terms are created by you and then are available to select when creating invoices. Customer Messages are available on invoices, sales receipts, and credits.
  <div style="text-align: left;">[[ChamberMaster_Billing-TableOfContents|Table of Contents]] | [[ChamberMaster_Billing-View_report_of_all_assigned_membership_fee_items|Previous]] | [[ChamberMaster_Billing-Modify_Payment_Methods|Next]] | [[ChamberMaster_Billing-Index|Index]]</div>
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In addition, payments and deposits may be defaulted to the most common account. Credit card transactions may have a default payment method displayed.
  <div style="color: #999999; font-family: sans-serif; font-size: 10pt; text-align: left;">
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*Modify payment methods
    <span>[[ChamberMaster_Billing-Getting_Started|Getting Started]]</span> : Select Billing Preferences</div>
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*Modify payment terms
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*Modify customer messages
  <div style="color: #808080; font-family: Cambria; font-size: 18pt; margin-bottom: 12pt;"><span id="wwpID0E0GPB0HA">Select Billing Preferences</span></div>
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*Set defaults for payments and deposits
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0FPB0HA">Payment Methods and Payment Terms are created by you and then are available to select when creating invoices. Customer Messages are available on invoices, sales receipts, and credits. </span></div>
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*Set defaults for credit card transactions
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0EPB0HA">In addition, payments and deposits may be defaulted to the most common account. Credit card transactions may have a default payment method displayed.</span></div>
 
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:ChamberMaster_Billing-rd_bullet.jpg|9px]]</div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0DPB0HA">Modify payment methods</span></span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:ChamberMaster_Billing-rd_bullet.jpg|9px]]</div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0CPB0HA">Modify payment terms</span></span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:ChamberMaster_Billing-rd_bullet.jpg|9px]]</div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0BPB0HA">Modify customer messages</span></span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:ChamberMaster_Billing-rd_bullet.jpg|9px]]</div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0APB0HA">Set defaults for payments and deposits</span></span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:ChamberMaster_Billing-rd_bullet.jpg|9px]]</div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E06OB0HA">Set defaults for credit card transactions </span></span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E05OB0HA"> </span></div>
 
</div>
 

Revision as of 14:27, 8 September 2015

Payment Methods and Payment Terms are created by you and then are available to select when creating invoices. Customer Messages are available on invoices, sales receipts, and credits. In addition, payments and deposits may be defaulted to the most common account. Credit card transactions may have a default payment method displayed.

  • Modify payment methods
  • Modify payment terms
  • Modify customer messages
  • Set defaults for payments and deposits
  • Set defaults for credit card transactions